ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 387 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $719,803 | -10.9% | 15,520 | -10.4% | 0.48% | -8.3% |
| Q2 2023 | $807,799 | +14.5% | 17,320 | +15.8% | 0.53% | +8.0% |
| Q1 2023 | $705,293 | +14.1% | 14,957 | +12.4% | 0.49% | +7.3% |
| Q4 2022 | $617,889 | +23.1% | 13,305 | +22.2% | 0.46% | +16.7% |
| Q3 2022 | $502,000 | +9.1% | 10,891 | +12.3% | 0.39% | +14.4% |
| Q2 2022 | $460,000 | +4.8% | 9,699 | +7.1% | 0.34% | +21.4% |
| Q1 2022 | $439,000 | +12.6% | 9,060 | +17.2% | 0.28% | +15.2% |
| Q4 2021 | $390,000 | +7.1% | 7,733 | +8.6% | 0.24% | -3.9% |
| Q3 2021 | $364,000 | -6.4% | 7,122 | -6.0% | 0.25% | -3.8% |
| Q2 2021 | $389,000 | -2.0% | 7,580 | -2.1% | 0.26% | -12.3% |
| Q1 2021 | $397,000 | -1.5% | 7,741 | -0.7% | 0.30% | -9.1% |
| Q4 2020 | $403,000 | -25.1% | 7,799 | -25.2% | 0.33% | -35.6% |
| Q3 2020 | $538,000 | +10.0% | 10,433 | +9.9% | 0.51% | +2.4% |
| Q2 2020 | $489,000 | +8.7% | 9,497 | +6.5% | 0.50% | -12.7% |
| Q1 2020 | $450,000 | +18.4% | 8,914 | +18.5% | 0.58% | +59.3% |
| Q4 2019 | $380,000 | +21.0% | 7,521 | +20.7% | 0.36% | +36.2% |
| Q3 2019 | $314,000 | +29.2% | 6,230 | +29.3% | 0.26% | +25.0% |
| Q2 2019 | $243,000 | +358.5% | 4,818 | +355.4% | 0.21% | +341.7% |
| Q1 2019 | $53,000 | +89.3% | 1,058 | +82.4% | 0.05% | +65.5% |
| Q4 2018 | $28,000 | 0.0% | 580 | 0.0% | 0.03% | +16.0% |
| Q3 2018 | $28,000 | +64.7% | 580 | +70.6% | 0.02% | +56.2% |
| Q2 2018 | $17,000 | – | 340 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Prosperity Planning, Inc. | 653,645 | $30,316,049 | 12.67% |
| Old North State Trust, LLC | 349,372 | $16,204 | 12.63% |
| Opal Wealth Advisors, LLC | 425,145 | $19,718,226 | 11.54% |
| MARYLAND CAPITAL ADVISORS INC. | 284,699 | $13,204,340 | 10.08% |
| Courage Miller Partners, LLC | 505,997 | $23,468,154 | 9.62% |
| Omega Financial Group, LLC | 234,650 | $10,883,081 | 5.32% |
| Acorns Advisers, LLC | 8,228,082 | $381,618 | 5.25% |
| Townsend & Associates, Inc | 510,645 | $23,642,870 | 4.99% |
| BLUESTEM FINANCIAL ADVISORS, LLC | 167,739 | $7,779,729 | 4.74% |
| IRON Financial LLC | 169,602 | $7,866,120 | 4.57% |